GGII：2025年中国工商业储能系统出货量达24GWh 同比增长100%_老虎社区_美港股上老虎

GGII：2025年中国工商业储能系统出货量达24GWh 同比增长100%

智通财经03-26

智通财经APP获悉，3月26日，根据GGII调研统计，2025年中国工商业储能系统出货量达24GWh，同比2024年12GWh出货量增长100%。其中2025年海外出货7.5Wh，占比31%。2022~2025年中国工商业储能系统出货量（GWh）数据来源：高工产研储能研究所（GGII），2026年3月政策方面，2026年最大的政策变化是固定分时电价的全面市场化。分时电价新政的全面铺开，意味着储能...

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year-on-year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"601012":1.54,"002594":1.67,"BYDDY":1.67,"HYDD.SI":0.6},"content_text":"智通财经APP获悉，3月26日，根据GGII调研统计，2025年中国工商业储能系统出货量达24GWh，同比2024年12GWh出货量增长100%。其中2025年海外出货7.5Wh，占比31%。2022~2025年中国工商业储能系统出货量（GWh）数据来源：高工产研储能研究所（GGII），2026年3月政策方面，2026年最大的政策变化是固定分时电价的全面市场化。分时电价新政的全面铺开，意味着储能项目依赖固定价差套利的传统模式根基已不复存在，电价将完全由市场供需决定，波动性和不确定性大增。“650号文”要求绿电直连项目年自发自用电量占比不低于60%，且占项目总用电量比例不低于30%（2030年前提升至35%以上），截至2026年2月，全国已有17个省份出台绿电直连实施细则或方案，进一步提升源网荷储中储能需求。价格方面，预计2026年工商业储能系统整体成本将面临上行压力，主要驱动因素包括：1）电芯价格上涨：2026年初，碳酸锂价格一度突破17万元/吨，推动电芯成本显著上升。目前314Ah电芯价格较2025年年底上涨0.03-0.05元/Wh。即使2026年下半年行业500Ah+电芯量产，在成本上也未带来明显降本，反而增加了对温控消防的要求。2）技术升级成本：SiC器件的广泛应用、浸没式液冷占比扩大等新技术渗透，在提升系统性能的同时也增加了初始成本。3）结构性供需紧张：行业正从314Ah向500Ah+大电芯快速切换，但新产能大规模释放要等到2026年下半年，导致短期内主流电芯供应偏紧，优质产能将优先供给头部企业及大储领域。尽管成本上升，但终端市场竞争依然白热化，储能系统集成商面临“电芯成本上涨”与“市场竞争激烈”的双重挤压，调价能力有限，预计系统均价有望维持在0.6-0.65元/Wh。2023-2026年工商业储能系统/零部件价格走势及预测（元/Wh）数据来源：高工产研储能研究所（GGII），2026年3月产品方面，2026年预计搭载以及400Ah+/500Ah+电芯的2h/4h系统新品将会陆续发布，4小时及以上的长时储能以及一充一放产品需求显著增加，浸没式液冷技术凭借其超高的散热效率和空间集约优势，在500Ah+系统的占比将进一步提升。2026年，6英寸SiC MOSFET晶圆平均单价已降至850美元/片，预计2026年国产SiC功率器件自给率将持续提升。说明：1）以上出货量扣除纯代工量，但包含贴牌出货量；2）以集团及公司内部自用为主的工商储企业 及 投资为主制造外包的企业未纳入此排名；3）出货量含一体机、集装箱等形态的产品；应用场景含一般工商业、（光）储充站、零碳园区、数据中心、并网微电网（表后）等；4)  以直流形式出货的量未统计在内；5）数据来自于GGII的调研，与企业实际出货量存在误差可能;国内市场，2026年储充、绿电直连、零碳园区等细分领域预计将迎来显著增长。根据“十五五”规划，中国将力争建成 100个左右国家级零碳园区，明确要求配置电化学储能或蓄冷蓄热设施，国家发改委等三部门已联合发布首批52个国家级零碳园区建设名单。大功率超充桩对电网冲击巨大，配建储能成为最经济有效的解决方案，重庆、深圳、广州、北京、海南等多地政府已明确提出打造“超充之城/岛”规划，如比亚迪(01211)宣布在2026年前建20000座闪充站，预计带动2026年工商储增量3~4GWh。2025年为海外工商储爆发之年，中国企业海外出货量同比增长275%。系统快速降价和海外工商储政策激励为主要驱动力，主要集中在南欧、东欧区域，通过发布针对用户侧/工商业侧的高额补贴刺激需求，如西班牙、波兰、捷克、希腊、立陶宛等区域。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}